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Livermore
Livermore
ZHEN

Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

USB holding history

US Bancorp DE in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
107,970
Value
$6.52M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of USB by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026107,970$6.52M<0.1%−24,114−18.3%ReducedHolders
Q1 2026132,084$6.87M<0.1%+61,051+85.9%AddedHolders
Q4 202571,033$3.79M<0.1%+5,934+9.1%AddedHolders
Q3 202565,099$3.15M<0.1%+30,711+89.3%AddedHolders
Q2 202534,388$1.56M<0.1%+2,907+9.2%AddedHolders
Q1 202531,481$1.33M<0.1%−2,131−6.3%ReducedHolders
Q4 202433,612$1.61M<0.1%−714−2.1%ReducedHolders
Q3 202434,326$1.57M<0.1%−15,333−30.9%ReducedHolders
Q2 202449,659$1.97M<0.1%−3,721−7.0%ReducedHolders
Q1 202453,380$2.39M<0.1%−1,003−1.8%ReducedHolders
Q4 202354,383$2.35M<0.1%−55,924−50.7%ReducedHolders
Q3 2023110,307$3.65M<0.1%+21,111+23.7%AddedHolders
Q2 202389,196$2.95M<0.1%+9,338+11.7%AddedHolders
Q1 202379,858$2.88M<0.1%+3,153+4.1%AddedHolders
Q4 202276,705$3.35M0.1%+15,014+24.3%AddedHolders
Q3 202261,691$2.49M0.1%−35,654−36.6%ReducedHolders
Q2 202297,345$4.48M0.1%−71,379−42.3%ReducedHolders
Q1 2022168,724$8.97M0.1%+124,313+279.9%AddedHolders
Q4 202144,411$2.50M0.1%−21,424−32.5%ReducedHolders
Q3 202165,835$3.91M0.1%−10,849−14.1%ReducedHolders
Q2 202176,684$4.37M0.2%+44,118+135.5%AddedHolders
Q1 202132,566$1.80M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.